Choate Investment Advisors’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Choate Investment Advisors’s Portfolio SCHC Stock Details SCHC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-56,000	Closed	-$2.16M	–	411
2024 Q3	$2.16M	Hold	56,000	–	–	0.06%	136
2024 Q2	$1.99M	Hold	56,000	–	–	0.05%	134
2024 Q1	$2M	Hold	56,000	–	–	0.05%	144
2023 Q4	$1.95M	Hold	56,000	–	–	0.06%	130
2023 Q3	$1.81M	Buy	+56,000	New	+$1.9M	0.07%	111
2021 Q3	–	Sell	-265	Closed	-$11K	–	333
2021 Q2	$11K	Buy	+265	New	+$11.1K	﹤0.01%	321

Other funds holding SCHC

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Choate Investment Advisors's SCHC Position: Q4 2024 in Review

Choate Investment Advisors sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q4 2024, closing a stake of 56,000 shares — an estimated $2.16M sold.

Choate Investment Advisors first reported a position in SCHC in Q2 2021 and held it in 6 quarters. The position peaked at $2.16M in Q3 2024. 421 funds tracked by Wall St. Rank hold SCHC as of Q4 2024.

Choate Investment Advisors reported no remaining Schwab International Small-Cap Equity ETF position as of Q4 2024 after selling out during the quarter.
Choate Investment Advisors sold 56,000 Schwab International Small-Cap Equity ETF shares in Q4 2024, an estimated $2.16M.
Choate Investment Advisors first reported a position in Schwab International Small-Cap Equity ETF in Q2 2021 and held it in 6 quarters.
Choate Investment Advisors's Schwab International Small-Cap Equity ETF position peaked at $2.16M in Q3 2024.
421 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q4 2024.

Based on Choate Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.